Another week of improvements for you! The team has been hyper focused on the Purchases and Scheduling module upgrades, with additional improvements to our API. We’ll share more updates with you about those projects soon, so keep an eye out. For now, here are a few minor updates we pushed this past week:
Filtering lists based on Team contributors: yep, now you can filter a list of project, sales, tickets (even retainers) based on the "Team" members (aka contributors) linked to those objects. This filter is really powerful as it includes the ability to filter for both internal (staff) team members and external (contacts) ones linked to the project/issue/etc through the "Team" interface.
Edit Segmentation list improvement: we’ve given this page some UI love by updating the icons to be SVG style, sorting out the alignment, and adding a fixed table layout for consistent spacing.
Log Work modal improvement: in the Log Work modal, you couldn’t backdate time at all (there wasn’t an option for you to pick a different date the time should be attributed to). We’ve now added a date selector to the modal.
Better handling of long text in quote: text wrapping wasn't working very well in the PDF generation for quotes and invoices - really long strings of text (such as URLS) were pushing out the table width which wasn't a good look for the end customer! We've taken care of this by wrapping the text more sensibly.
Task List Export - More Detail: to be precise, we've added a "Task�Billable Status" column to show whether a task is billable or non-billable. This makes it clearer than relying on the billable & non-billable time columns, since a billable task may have only non-billable time logged on it, which would be mis-leading!
Fix for Itemizing Ticket Invoice by Rate:�invoice itemization allows you to provide extra detail about the staff doing the work, or the billable rates used. Unfortunately we had a quirk where the option to also include the ticket resolution notes meant those notes appeared in every itemized line item too - rather than just appearing once. We've sorted this out now :-)
Relaxed Contractor Sign-off permissions: this update for the�sign-off permissions allows contractors to add recipients when saving/sending a sign-off. We've made this concession as many users were needing contractors to create and send sign-offs to have their work reviewed and approved.
Retainer activity in Client Portal: showing the break-down of work/activity directly against a retainer period in the portal wasn't working properly. We've fixed this problem so users can now click-thru to see work logs/activities logged directly on the period (and period tasks).
Deleting sync'd contacts:�A few users reported that some deleted contacts caused associated meetings to be deleted (which was fine) but this then triggered meeting cancellations via Exchange and Google integrations. We've adjusted these integrations to suppress the meeting cancellations so you can remove sync'd contacts from Accelo with more confidence.
Task budget & remaining time:�After a lot of grueling work by our team, tweaking and tinkering the logic, we've improved the way time remaining is updated on a task when the budget of task is changed. This feature was important to users who often add tasks outside the project plan (no budget set) and later add a budget to the task. Now the time remaining will update more logically.
